Philip
Sharkey

Citigroup Global Markets Inc

CRD#2458825
Investment Advisor
in New York, NY
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About this Advisor

Philip Sharkey is a financial advisor based in New York, New York. Currently a registered investment advisor with Citigroup Global Markets Inc, they have accrued 10 years of practice in the financial advisory industry. Sharkey maintains a Series 63 license, certifying the advisor as a securities representative. Sharkey is able to operate based out of New Jersey. Their career trajectory has included roles at Guggenheim Securities, LLC and Citigroup Global Markets Inc. Citigroup Global Markets Inc is based out of New York, New York, and operates out of 631 other offices in the nation. As a firm, Citigroup Global Markets Inc manages $31 billion in assets across 43,518 accounts and retains more than 8,126 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 20,508 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Citigroup Global Markets Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Citi Private Bank 153 East 53Rd St., 23Rd Floor, Suite L
New York, NY 10022

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$31,374,581,061

NY Average: $7,464,549,021
Total Number of Employees

8,126

NY Average: 88
Total Number of Accounts

43,518

NY Average: 3,892
Average Account Size

$720,956

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

Philip Sharkey Work History

Philip has 10 years of experience.

2010 - Present (9 years)

Citigroup Global Markets Inc

2008 - 2010 (2 years)

Guggenheim Securities, LLC

Disclosures

Philip Sharkey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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